Nasdaq - Delayed Quote USD
Fidelity Managed Retirement Inc (FIRMX)
56.71
+0.09
+(0.16%)
At close: May 16 at 8:00:46 PM EDT
Fund Summary
The fund invests in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a stable neutral asset allocation strategy.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 11.26% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 3.17% |
| 5y Average Return | 3.06% |
| Rank in Category (ytd) | 15 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.59 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FIRMX | Category Average | FIRMX | Category Average | FIRMX | Category Average | |
| Alpha | -2.26 | 0.01 | -2.47 | 0 | -0.9 | 0 |
| BETA | 0.59 | 0.01 | 0.54 | 0.01 | 0.49 | 0.01 |
| Mean Annual Return | 0.31 | 0.01 | 0.26 | 0.01 | 0.27 | 0 |
| R-squared | 93.33 | 0.91 | 90.56 | 0.9 | 87.18 | 0.88 |
| Standard Deviation | 7.35 | 0.07 | 6.45 | 0.05 | 5.32 | 0.05 |
| Sharpe Ratio | -0.13 | 0.01 | 0.05 | 0.01 | 0.24 | 0.01 |
| Treynor Ratio | -2.12 | 0.12 | 0.17 | 0.09 | 2.34 | 0.08 |
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